Wealth Assistant jobs in New South Wales

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ADVISER ASSISTANT - PRIVATE WEALTH

Timely and accurate implementation of all advice documents. Liaise with clients and be the first point of contact. Assist advisers with meeting preparation, research and prepare Client Portfolio Reviews. Processing new client pack...

CompanyCandor Recruitment
AddressSydney, NSW
CategoryAccounting & Finance
Date Posted a week ago See detail

Adviser Assistant - Private Wealth

Candor Recruitment

Sydney, NSW

Timely and accurate implementation of all advice documents. Liaise with clients and be the first point of contact. Assist advisers with meeting preparation, research and prepare Client Portfolio Reviews. Processing new client pack...

Personal Assistant, Perpetual Wealth Management

Perpetual

Sydney, NSW

At Perpetual you will be part of creating enduring prosperity. Based in Sydney CBD | Hybrid working arrangement.. Be challenged and supported to grow.. Provide comprehensive administrative support including extensive proactive dia...